AMG National Trust Bank Increases Stock Position in NextEra Energy, Inc. $NEE

AMG National Trust Bank boosted its holdings in shares of NextEra Energy, Inc. (NYSE:NEE) by 16.9% during the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 70,536 shares of the utilities provider’s stock after purchasing an additional 10,182 shares during the period. AMG National Trust Bank’s holdings in NextEra Energy were worth $6,551,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also bought and sold shares of the company. Vanguard Group Inc. raised its holdings in shares of NextEra Energy by 1.0% during the fourth quarter. Vanguard Group Inc. now owns 216,033,697 shares of the utilities provider’s stock valued at $17,343,185,000 after acquiring an additional 2,234,176 shares in the last quarter. Geode Capital Management LLC raised its holdings in NextEra Energy by 2.1% in the 4th quarter. Geode Capital Management LLC now owns 47,272,019 shares of the utilities provider’s stock worth $3,781,790,000 after purchasing an additional 966,152 shares in the last quarter. Norges Bank purchased a new stake in shares of NextEra Energy in the 4th quarter worth about $2,816,327,000. Price T Rowe Associates Inc. MD boosted its stake in shares of NextEra Energy by 6.6% during the 4th quarter. Price T Rowe Associates Inc. MD now owns 18,365,788 shares of the utilities provider’s stock valued at $1,474,407,000 after purchasing an additional 1,136,074 shares in the last quarter. Finally, Deutsche Bank AG boosted its stake in shares of NextEra Energy by 2.9% during the 4th quarter. Deutsche Bank AG now owns 17,281,357 shares of the utilities provider’s stock valued at $1,387,347,000 after purchasing an additional 485,854 shares in the last quarter. Hedge funds and other institutional investors own 78.72% of the company’s stock.

Key Headlines Impacting NextEra Energy

Here are the key news stories impacting NextEra Energy this week:

• Positive Sentiment: Analysts highlighted NextEra’s strong earnings-surprise track record and suggested the company has the right setup to potentially beat expectations again in its next quarterly report.
• Positive Sentiment: Broader utility and nuclear-energy coverage remained constructive, with articles pointing to resilience in the XLU ETF and renewed interest in the nuclear renaissance, which can support sentiment around large regulated power names like NextEra Energy.
• Neutral Sentiment: Commentary also framed NextEra as a possible “utility scale” leader and discussed its upcoming earnings schedule, keeping investor focus on the company’s growth and execution outlook.
• Neutral Sentiment: NextEra Energy revised its bylaws to give the board more control over shareholder meeting timing and format, including the option for fully virtual meetings. The move has drawn governance debate, but the market reaction appears mixed rather than clearly negative.
• Negative Sentiment: Bank of America lowered its price target on NextEra Energy from $95 to $93 and kept a neutral rating, a modest headwind for sentiment even though the new target still implies upside from current levels.

NextEra Energy Stock Performance

Shares of NEE opened at $88.37 on Tuesday. The business’s fifty day simple moving average is $88.37 and its two-hundred day simple moving average is $88.99. The company has a current ratio of 0.54, a quick ratio of 0.44 and a debt-to-equity ratio of 1.41. NextEra Energy, Inc. has a 12 month low of $69.24 and a 12 month high of $98.75. The company has a market cap of $184.28 billion, a price-to-earnings ratio of 22.49, a P/E/G ratio of 2.58 and a beta of 0.67.

NextEra Energy (NYSE:NEE) last released its quarterly earnings data on Thursday, April 23rd. The utilities provider reported $1.09 EPS for the quarter, beating the consensus estimate of $1.03 by $0.06. The company had revenue of $6.70 billion for the quarter, compared to analysts’ expectations of $7.43 billion. NextEra Energy had a return on equity of 12.25% and a net margin of 29.36%.NextEra Energy’s revenue was up 7.3% compared to the same quarter last year. During the same period last year, the firm posted $0.99 earnings per share. NextEra Energy has set its FY 2026 guidance at 3.920-4.02 EPS. Research analysts anticipate that NextEra Energy, Inc. will post 4.01 earnings per share for the current fiscal year.

NextEra Energy Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Monday, June 15th. Investors of record on Friday, June 5th were issued a $0.6232 dividend. The ex-dividend date of this dividend was Friday, June 5th. This represents a $2.49 annualized dividend and a dividend yield of 2.8%. NextEra Energy’s payout ratio is presently 63.36%.

Analyst Ratings Changes

Several equities research analysts recently weighed in on the company. HSBC lifted their price target on NextEra Energy from $103.00 to $106.00 and gave the company a “buy” rating in a research report on Tuesday, April 28th. Sanford C. Bernstein set a $107.00 target price on shares of NextEra Energy and gave the stock an “outperform” rating in a research report on Tuesday, June 16th. Morgan Stanley lifted their price target on shares of NextEra Energy from $111.00 to $117.00 and gave the company an “overweight” rating in a research report on Wednesday, June 24th. Barclays set a $91.00 price objective on shares of NextEra Energy and gave the stock an “equal weight” rating in a report on Tuesday, July 7th. Finally, Erste Group Bank cut NextEra Energy from a “buy” rating to a “hold” rating in a research report on Thursday, June 25th. Two equities research analysts have rated the stock with a Strong Buy rating, fifteen have given a Buy rating and six have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $99.59.

NextEra Energy Company Profile

NextEra Energy, Inc (NYSE: NEE), headquartered in Juno Beach, Florida, is a leading clean energy company with both regulated utility operations and competitive renewable generation businesses. The company’s principal operating subsidiaries include Florida Power & Light Company (FPL), a regulated electric utility serving customers in Florida, and NextEra Energy Resources, which develops, constructs, owns and operates a large portfolio of wind, solar and energy storage projects. Together these businesses provide electricity supply, transmission and distribution services as well as utility-scale renewable generation and related services.

NextEra’s activities cover the full lifecycle of power assets, from project development and construction to operation, maintenance and asset optimization.